From The Market Desk Franklin Templeton Institute Multi Asset
From the US Market Desk: Fundamental backdrop strong. Watch for pullbacks.
May 25, 2026
Get ready each week with high-conviction insights that go beyond media headlines.
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Alternatives
The cost of being too liquid
May 22, 2026
Funds that invest in private markets while also offering flexible features may be attractive to high-net-worth investors who could benefit from a long-term allocation to an “illiquidity bucket” as a source of returns and diversification.
Western Asset Fixed Income
Global bond yields—The kettle is whistling
May 22, 2026
Developed-market bond markets are sending a message that investors can no longer afford to ignore. What began as a higher-for-longer rate adjustment has evolved into something much broader.
Quick Thoughts Franklin Templeton Institute Equity
Quick Thoughts: Mega-cap IPOs will test the return to public markets
May 21, 2026
A wave of IPOs could hit the markets soon, and Franklin Templeton Institute’s Stephen Dover shares thoughts on the implications for investors and for large-cap growth stocks.
Templeton Global Investments Equity
APAC Investing: A pan-regional approach
May 20, 2026
Templeton Global Investments makes the case for APAC investing, with a pan-regional approach that encapsulates the entire spectrum of dynamic sectors and structural themes.
Western Asset Fixed Income
Key Convictions: Second quarter 2026
May 20, 2026
In this second quarter update, Western Asset believes global fixed-income markets face a more complex backdrop as geopolitics, rapid AI adoption and private credit scrutiny intersect.
Making the most of an overfunded 529 plan
May 20, 2026
Concerned about overfunding your 529 plan? Discover the strategic flexibility of modern 529 accounts. From tax-free Roth IRA transfers to building a multi-generational educational legacy, learn how to maximize your unused education savings for long-term wealth building.
Quick Thoughts Franklin Templeton Institute Equity
Quick Thoughts: How AI is transforming software
May 18, 2026
Franklin Templeton Institute’s Stephen Dover shares key insights from the Franklin Equity team about how artificial intelligence is changing the economics of the software industry.
Franklin Equity Equity
Software in the “Age of Intelligence”
May 18, 2026
Artificial intelligence (AI) is reallocating value within software. We believe investors who treat software as a uniform asset class will make costly mistakes.
Under The Macroscope Franklin Templeton Institute Equity Fixed Income
Under the Macroscope: Trump-Xi summit—A tactical relief rally, not a strategic reset
May 15, 2026
Managing a strategic rivalry: Thoughts on the summit between US President Trump and Chinese President Xi from Christy Tan.